WealthBridge Financial Group ยท 4 months ago
Financial Representative
NYC Metro Area
Full-time
Hybrid
New Grad, Entry LevelWealthBridge Financial Group helps clients nationwide create, protect, and grow wealth through personalized financial planning. The Financial Representative will provide clients with financial planning services, including retirement planning and investments, conducting client meetings, assessing financial needs, and creating personalized financial strategies.
FinanceFinancial ServicesWealth Management
Responsibilities
Providing clients with financial planning services, including retirement planning and investments
Conducting client meetings
Assessing financial needs
Creating personalized financial strategies
Offering insurance solutions
Monitoring financial progress to ensure clients stay on track to meet their goals
Qualification
Required
Experience and skills in Financial Planning, Retirement Planning, and creating personalized financial strategies
Knowledge of Insurance products and their applications in financial planning
Expertise in Finance and Investments
Strong communication and interpersonal skills
Ability to work both independently and as part of a team
Bachelor's degree in Finance, Economics, Business, or a related field
Preferred
Relevant certifications such as CFP, ChFC, or CFA are a plus
Company
WealthBridge Financial Group
Wealthbridge Financial Group offers personal, family, and business financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Torshizi
Managing Partner
Company data provided by crunchbase